Weston, MA Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Weston, MA has 15 loaded benefit plan(s) reported by 11 plan sponsor(s), with $494,402,784 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
15
Plan sponsors
11
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$494,402,784
Total reported liabilities (EOY)
$46,500
Total reported net assets (EOY)
$494,356,284

Contributions & income

Employer contributions
$7,694,748
Participant contributions
$17,604,461
Total income / additions
$101,751,340

Expenses & distributions

Benefits paid / distributions
$40,847,176
Total expenses
$41,400,208
Net increase / (decrease)
$60,351,132

Coverage

Total reported participants
5,619
Plans with financial statements
11
Plans with provider compensation
6

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Weston, MA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Weston, MA
PlanSponsorReported assets (EOY)Year
Monster Worldwide Inc. 401(K) Savings PlanMonster Worldwide Inc.$214,650,7102023
Advisor360 401(K) P/S PlanAdvisor360$81,416,6232023
Regis College Dc Retirement PlanRegis College$61,349,0142023
The Rivers School Defined Contribution Retirement PlanThe Rivers School Corporation$58,587,8772023
The Cambridge School Of Weston Tda And Dc Retirement PlanThe Cambridge School Of Weston, Inc.$28,254,1282023
Meadowbrook School Dc Retirement PlanMeadowbrook School Of Weston$23,441,1022023
Gary S. Wetreich, Dds Profit Sharing PlanGary S Wetreich Dds, Pc$9,618,7772023
Cap Anesthesia, P.C. 401(K) Profit Sharing PlanCap Anesthesia, P.C.$6,186,9822023
Campion Center Retirement PlanCampion Center Inc.$5,823,7652023
Pine Brook Country Club 401k PlanPine Brook Country Club, Inc.$4,360,0822023
Duncan Family Holdings Co. 401(K) PlanDuncan Family Holdings Co.$713,7242023
Monster Benefit PlanMonster Worldwide Inc.not reported in the loaded dataset2023
Meadowbrook School Of Weston Benefit PlanMeadowbrook School Of Westonnot reported in the loaded dataset2023
The Rivers School Corporation Health And Welfare Benefit WrapThe Rivers School Corporationnot reported in the loaded dataset2023
Regis College Health & Welfare Benefit Wrap PlanRegis Collegenot reported in the loaded dataset2023

Related Form 5500 pages